Advisors at this firm
Kristan B
Series 63, Series 65
Oklahoma City, OK
L & M Wealth Management and Retirement Solutions, LLC
Kristan Bruhn is a financial advisor at L & M Wealth Management and Retirement Solutions, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with L & M Wealth Management since 2009. Bruhn also works as a licensed insurance agent, dedicating part of his time to insurance sales. L & M Wealth Management and Retirement Solutions serves individual and high-net-worth clients with discretionary asset management and retirement planning. The firm manages approximately $67.2 million in assets using individualized portfolios and employs a combination of fundamental, technical, and cyclical analysis, offering strategies that include margin use and periodic portfolio rebalancing.
Carol L
CFP®, Series 63
Oklahoma City, OK
L & M Wealth Management and Retirement Solutions, LLC
Carol Lyons is a CFP® with 34 years of industry experience, currently serving at L & M Wealth Management and Retirement Solutions, LLC since 2009. She has also operated her own sole proprietorship since 2001. Lyons is the owner and operator of a non-investment related business, Carol E. Lyons CFP, Inc. L & M Wealth Management and Retirement Solutions LLC provides discretionary asset management and retirement planning services to individual and high-net-worth clients. The firm manages approximately $67.2 million in assets, offering tailored portfolios with a range of securities and employing a combination of fundamental, technical, and cyclical analysis.
Jaycee M
Series 63
Oklahoma City, OK
L & M Wealth Management and Retirement Solutions, LLC
Jaycee Melton is a financial advisor with L & M Wealth Management and Retirement Solutions, LLC, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at L & M Wealth Management since 2009 and has operated his own sole proprietorship since 2001. Outside of advisory work, Melton owns and operates JCM, Inc., a non-investment-related business. L & M Wealth Management and Retirement Solutions serves individual and high-net-worth clients with discretionary asset management and retirement planning. The firm manages approximately $67.2 million in assets using a combination of fundamental, technical, and cyclical analysis, and offers strategies including margin use and wrap fee programs.
